Shawn Ballinger
CFP®
Columbus Street Financial Planning, LLC
Founder / Wealth Manager
Shawn Ballinger
CFP®
Columbus Street Financial Planning, LLC
Founder / Wealth Manager
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Shawn Ballinger, CFP®
Fee-Only financial planner located in Columbus, OH, serving clients locally and across the country.
Shawn Ballinger is a Columbus, OH fee-only financial planner. Columbus Street Financial Planning provides comprehensive financial planning, investment management, and college planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Shawn Ballinger is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
My name is Shawn Ballinger and I am the founder of Columbus Street Financial Planning, LLC located in Grove City, OH. I have been working with high net-worth clients for the last fifteen years in a fiduciary, fee-only capacity, and now have turned my attention to building my own practice focused on middle-income families and individuals. My goal is to level the playing field by making flat-fee financial planning affordable to people who need transparent, objective, and unbiased advice without the fear of being sold a product they probably don't need and won't benefit from.
My wife, Susan, and I reside in Grove City, Ohio with our two children, Brady and Carter. Our leisure time is spent playing golf and traveling to our beautiful National Parks. I am also a ten year veteran of the Ohio Army National Guard and serve at-risk children in our community through my participation in the Kiwanis Club of Columbus.
Shawn Ballinger is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Independence
Columbus Street Financial Planning is completely independent; we are not owned by a bank, insurance company or brokerage firm. This creates a conflict free enviroment free of product sales.
Fiduciary
An obligation and passion to place your interests above everything else. Would you like to work with an advisor that puts their interests ahead of yours?
Fee Only
We do not accept commissions of any kind and never will. Nor do we receive any compensation from from any source other than the clients we serve.
Transparent
Our advice is always unbiased, objective, and customized to your goals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Shawn Ballinger is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Shawn Ballinger is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Shawn Ballinger is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Shawn Ballinger
Office Locations:
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By Appointment
and Virtual
Columbus, OH 43123
